COMPANY PROFILE · UPDATED 19 AUG 2026
EP Wealth Advisors
EP Wealth Advisors, LLC operates as an investment advisory company. The Company offers investment management, financial and tax planning, estate and retirement solutions, and wealth advisory services. EP Wealth Advisors serves customers in…
Torrance, CA · Denver, CO · Los Angeles, CA and +3 more locations
FintechInvesting & WealthFinancial Technology CompaniesFinancial Services CompaniesInvestment Companies
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- Founded
- 2004
- Headcount
- 263
- Open roles
- 33
- Last raised
- Debt Financing
LOCATIONS
Where they work
EP Wealth Advisors offices
- Denver, CO
- Los Angeles, CA
- San Diego, CA
- Torrance, CA21515 Hawthorne Boulevard suite 1200
- Vancouver, WA
- Walnut Creek, CA
FUNDING
Capital raised
TECH STACK
How EP Wealth Advisors builds
OPEN ROLES
Hiring at EP Wealth Advisors
Hiring team? Claim the profile to keep roles and the careers link accurate
LEADERSHIP
Founders & key people
SIMILAR COMPANIES
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